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Monday, 06 July 2026

Pashinyan Won: Armenia’s Fate Is Still Up for Grabs Featured

Published in Analytical Articles

By Joseph Epstein

On June 7, Armenian Prime Minister Nikol Pashinyan’s Civil Contract party won the country’s parliamentary elections with just under 50 percent of the vote, enough under Armenia’s electoral system to govern alone with a comfortable majority. The nearest challenger, the Strong Armenia bloc fronted by Russian-Armenian billionaire Samvel Karapetyan, trailed near 23 percent, and every opposition force that cleared the threshold campaigned on some version of repairing ties with Moscow. Civil Contract cast the vote as a choice between a return to Russia’s orbit and a more independent Armenia drawn toward the West, and the electorate sided with the latter. Yet the win alone will not seal Armenia’s fate. The country must still pass the constitutional change widely seen as the final barrier to normalization with Azerbaijan and Turkey, and Pashinyan’s victory does not mean Russia will quietly concede a country it has dominated for two centuries.

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BACKGROUND:

Armenia under Pashinyan has moved steadily away from Russia, above all since the 2020 defeat to Azerbaijan in the Second Karabakh War, a forty-four-day conflict that cost Yerevan roughly three-quarters of the territory Armenian forces had held since the early 1990s. The remainder of Karabakh fell in September 2023, when Azerbaijan retook the enclave and more than one hundred thousand ethnic Armenians fled. Out of that collapse Pashinyan built the vision he calls “Real Armenia” versus “Historic Armenia”: the argument that unless the country relinquishes irredentist claims on its neighbors, it will never enjoy genuine independence.

Pashinyan is often cast as the ideological successor to Armenia’s first president, Levon Ter-Petrosyan, who late in his tenure pushed for a settlement with Azerbaijan to end Armenia’s isolation and strip Russia of its ability to leverage the conflict. He warned, almost prophetically, that Armenia would one day be forced to ask for what it was then rejecting and would not receive it, “as it has happened more than once in our history.” That push cost him his office and triggered the rise of the Karabakh-born politicians who ruled until the Velvet Revolution brought Pashinyan to power in 2018. Ter-Petrosyan was right too early, and Armenia paid for it in 2020.

Pashinyan, who early in his premiership pushed for unification with Karabakh, reversed course entirely after the war, concluding that the only way forward was a deal with the stronger party. That trajectory produced the breakthrough of August 8, 2025, when Trump hosted Pashinyan and Azerbaijani President Ilham Aliyev at the White House, where the two leaders initialed a peace agreement and committed to a U.S.-brokered connectivity project across southern Armenia.

One obstacle remains, and it is constitutional. Armenia’s constitution, through a preamble invoking the 1990 Declaration of Independence and, with it, the 1989 act of “reunification” with Karabakh, still carries an implicit claim to territory that the entire international community—Armenia included—recognizes as Azerbaijani, and over which Baku reestablished full control in 2023. Removing that language is less an Azerbaijani demand than a load-bearing element of the peace process itself: so long as a founding document lays claim to a neighbor’s recognized land, the conflict cannot be considered definitively closed.

IMPLICATIONS:

The step is not the aberration its critics suggest. Other democracies have rewritten founding texts to settle territorial disputes: Ireland surrendered its constitutional claim to Northern Ireland by referendum in 1998 under the Good Friday Agreement, and a reunifying Germany renounced its claims east of the Oder-Neisse line to normalize relations with Poland. What makes Armenia’s case hard is procedure and politics, not principle. Its Constitutional Court has ruled the preamble immutable, so the only path is an entirely new constitution, ratified by national referendum. Civil Contract has the votes, and a draft shorn of the preamble was finalized in March 2026. The referendum, expected around 2027, is the real test, and Pashinyan’s task is to sell it at home as the completion of the peace rather than a capitulation to it. Clear that hurdle, and Armenia gains overland access to Europe and Central Asia.

Moscow, however, will not concede, and recent reporting shows how much it was willing to spend even as its war in Ukraine strained its resources. OCCRP traced an influence operation, through leaked documents, to Russia’s Social Design Agency—already sanctioned in Washington, London, and Brussels—working under the direction of the Presidential Administration. The agency ran a dedicated outlet aimed at Armenian dual citizens living in Russia, a bloc its own planning documents called potentially decisive, blending fabricated scandals with AI-generated content. The Insider identified the officials managing the Armenia portfolio and the officers dispatched to Yerevan, alongside a plan to bus Russian Armenians in to swing the result.

The influence campaign ran in parallel with economic coercion. At an April Kremlin meeting, Putin told Pashinyan that Armenia could not belong to both the EU and the Russia-led Eurasian Economic Union, citing discounted gas as leverage. Moscow then restricted imports of Armenian produce, flowers, mineral water, and alcohol on pretextual grounds and threatened to scrap the 2013 agreement guaranteeing duty-free gas, oil, and diamonds. At the Union’s summit in Astana in late May, Putin invoked the “Ukrainian scenario” and demanded that Yerevan choose. Armenia’s own history supplies a darker warning: in October 1999, gunmen stormed the National Assembly and killed Prime Minister Vazgen Sargsyan and Speaker Karen Demirchyan, whose reformist coalition had just sidelined then-President Kocharyan, who consolidated power in the aftermath—a reminder that an inconvenient reform government can be removed by means other than the ballot box. Russia retains real leverage over Armenia’s economy and a meaningful share of its population, and it has now demonstrated its capacity to run sophisticated active measures inside the country.

Against that pressure, U.S. engagement has been unprecedented. In February, JD Vance became the first sitting U.S. vice president to visit Armenia, advancing a civil nuclear deal and offering Yerevan a place in a U.S.-led critical minerals bloc. In late May, Secretary of State Marco Rubio signed a strategic partnership charter and the corridor framework in Yerevan, and days later Trump issued his “complete and total endorsement” of Pashinyan—the first time a U.S. president has openly backed a leader squarely within Russia’s traditional sphere. The centerpiece is the Trump Route for International Peace and Prosperity (TRIPP), a roughly twenty-seven-mile corridor through Armenia’s Syunik province that would link the main body of Azerbaijan to its Nakhchivan exclave and onward to Turkey, built and operated by a development company in which the U.S. holds 74 percent for an initial forty-nine-year term. Passage of the constitutional change would give Washington its strongest position in the South Caucasus since independence and, through TRIPP, a chokepoint of the Middle Corridor just as securing non-Chinese supply lines for critical minerals has become a first-order priority.

CONCLUSIONS:

Armenia’s voters made the choice Civil Contract asked of them and handed the U.S. a strategic opening that did not exist a year ago. But an election is not a settlement. The referendum still lies ahead, carrying a real chance of failure, and Russia has shown it will spend, subvert, and coerce to keep Armenia within its grip; it will not stop because one vote went against it. For Washington, the work is beginning rather than ending. The endorsements and signing ceremonies were the easy part. Converting them into a durable foothold means seeing the constitutional process through, hardening Armenia against the next wave of Russian active measures, and breaking ground on TRIPP before the window closes. Pashinyan has staked his country’s future on the West, and the U.S. has every reason, and a narrowing amount of time, to ensure that bet pays off.

AUTHOR’S BIO: 

Joseph Epstein is the Director of the Turan Research Center, a Senior Fellow at the Yorktown Institute, an Expert at the N7 Foundation, and a Research Fellow at Bar-Ilan University’s Begin-Sadat Center for Strategic Studies.

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